Murphy Middleton Hinkle & Parker’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Murphy Middleton Hinkle & Parker’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$531K	Hold	3,184	–	–	0.22%	98
2026 Q2	$521K	Hold	3,184	–	–	0.21%	93
2026 Q1	$450K	Sell	3,184 -8,044	-72%	-$1.19M	0.21%	100
2025 Q4	$1.71M	Buy	11,228 +8,044	+253%	+$1.19M	0.83%	34
2025 Q3	$464K	Hold	3,184	–	–	0.23%	96
2025 Q2	$388K	Hold	3,184	–	–	0.22%	100
2025 Q1	$388K	Hold	3,184	–	–	0.22%	100
2024 Q4	$410K	Hold	3,184	–	–	0.23%	98
2024 Q3	$402K	Hold	3,184	–	–	0.22%	105
2024 Q2	$380K	Hold	3,184	–	–	0.22%	103
2024 Q1	$366K	Hold	3,184	–	–	0.21%	106
2023 Q4	$334K	Hold	3,184	–	–	0.21%	108
2023 Q3	$299K	Hold	3,184	–	–	0.19%	112
2023 Q2	$310K	Hold	3,184	–	–	0.19%	110
2023 Q1	$288K	Buy	+3,184	New	+$282K	0.18%	121

Other funds holding ESGU

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Murphy Middleton Hinkle & Parker's ESGU Position: Q3 2026 in Review

Murphy Middleton Hinkle & Parker held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 3,184 shares worth $531K. The position accounts for 0.22% of the portfolio, ranked #98.

Murphy Middleton Hinkle & Parker first reported a position in ESGU in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.71M in Q4 2025. 699 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Murphy Middleton Hinkle & Parker held 3,184 shares of iShares ESG Aware MSCI USA ETF worth $531K as of Q3 2026.
Murphy Middleton Hinkle & Parker left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
iShares ESG Aware MSCI USA ETF made up 0.22% of Murphy Middleton Hinkle & Parker's portfolio in Q3 2026, its #98 holding.
Murphy Middleton Hinkle & Parker first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 15 quarters since.
Murphy Middleton Hinkle & Parker's iShares ESG Aware MSCI USA ETF position peaked at $1.71M in Q4 2025.
699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q3 2026, filed 15 Oct 2026.